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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,260 | $209,428-72.2% | $178,498-67.4% | $158,950-63.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.19% | 188.78%-167.6pp | 151.09%-129.9pp | 302.91%-281.7pp |
| Employer contribution / active EE | $9,009 | $5,707+57.9% | $5,011+79.8% | $4,762+89.2% |
| Participant deferral / active EE | $5,111 | $5,955-14.2% | $5,202-1.7% | $5,983-14.6% |
| Admin fee / account holder | $6,743 | $17,077-60.5% | $13,985-51.8% | $11,248-40.1% |